Remote Financial Professional Jobs
Remote financial professional jobs are in active demand across the U.S., with remote-first firms and distributed teams hiring across insurance, wealth management, fintech, and banking. Employers hiring remotely right now include Advantage Financial Brokers, Asset Management, and New York Life Greater Oregon. See the openings below and apply to the ones that match your experience.
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Position Overview
We are looking for motivated individuals interested in financial services and helping individuals and families explore financial protection options.
Previous experience in sales, customer service, or financial services is helpful but not required. Training and mentorship are available.
Responsibilities
- Communicate with clients to understand their needs and goals.
- Provide information about life insurance and financial protection products.
- Build and maintain professional relationships.
- Follow up with prospective and existing clients.
- Maintain accurate records and follow company procedures.
- Participate in training and professional development.
Qualifications
- Strong communication and interpersonal skills.
- Professionalism and a willingness to learn.
- Good organizational and time-management skills.
- Sales or customer service experience is a plus.
- An active life insurance license is beneficial. Unlicensed candidates may be considered, subject to applicable licensing requirements.
Training
Training resources, mentorship, and product education are available to support professional development. Licensing requirements and any associated costs will be explained during the hiring process.
Pay: $75,000.00 - $100,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
Work Location: Remote
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Who's Hiring
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in remote financial professional jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Active Series 7, Series 65, or Series 66 license where applicable
- Proficiency in financial modeling, Excel, and portfolio analysis tools
- Two or more years of client-facing or institutional finance experience
- CFP, CFA, or CPA designation preferred for senior or advisory roles
- Demonstrated experience with compliance, regulatory reporting, or risk frameworks
Tips for Your Remote Financial Professional Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial professional openings from across the U.S. in one place. Search roles that match your licenses and experience level and apply directly before postings fill, since remote roles often close faster than in-office ones.
Show your remote production history upfront
Remote financial professional hiring managers want proof you can hit goals without a manager nearby. Quantify your results on your resume: policies issued, assets under management, client retention rates, or new accounts opened while working independently or from a home office.
Get licensed before you apply
Most remote financial professional roles require a state insurance license or FINRA registration before an offer is extended. Completing your Series 6, Series 7, or state life and health license before applying removes the biggest barrier remote employers screen on at the first stage.
Prepare for async-heavy remote interviews
Remote financial professional interviews often include written assessments, video submissions, or asynchronous case studies before you speak to a hiring manager. Practice explaining your sales approach, compliance awareness, and client communication style clearly in written form, not just over a call.
Remote Financial Professional Jobs: Frequently Asked Questions
How do I get a remote financial professional job?
Target companies built around distributed teams, including fintech platforms, insurance carriers, and independent broker-dealers that have structured remote workflows. Remote employers screen for self-direction, clear written communication, and proficiency with tools like CRM platforms, financial planning software, and video conferencing. Candidates who can demonstrate a history of hitting activity or production goals independently stand out in the remote screening process.
Which companies hire remote financial professionals?
Employers currently hiring remote financial professionals include Advantage Financial Brokers, Asset Management, and New York Life Greater Oregon, per current remote listings on Migrate Mate as of November 2026. Remote-first firms, distributed insurance carriers, and fintech companies account for a large share of these openings across wealth management, lending, and financial planning.
Can you get a remote financial professional job with no experience?
Yes, but remote entry-level financial professional roles are harder to land because employers expect you to work independently from day one without in-office coaching. Remote-first insurance and financial services firms hire entry-level candidates who can show licensing progress, completed coursework, or a strong understanding of financial products. A state insurance license or a FINRA registration opens significantly more doors at the entry level.
Do you need a degree for remote financial professional jobs?
Not always. Many remote financial professional roles, especially in insurance sales and financial planning, weigh active licenses and demonstrated results more heavily than a degree. Employers hiring remotely look for state insurance licenses, Series 6 or Series 7 registrations, and evidence that you can manage a book of business or client pipeline without daily supervision.
Which industries hire the most remote financial professionals?
The sectors hiring the most remote financial professionals are Insurance, based on current remote listings on Migrate Mate as of November 2026. These sectors have built distributed team structures that allow financial professionals to serve clients, manage accounts, and hit production targets from anywhere in the U.S.
See All 29 Remote Financial Professional Jobs
Find roles that match your experience and apply in just a few clicks.
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